Siebel Partner Relationship Management Administration Guide > Working With New Partners > Enrolling New Partner Companies >

Assigning Positions to the Partner Company


Positions specify which data Siebel applications users can see when they display one of the My views. For example, if a user displays the My Opportunities view, the user sees the opportunities which have that user's position on the sales team.

For this reason, most Siebel implementations give a different position to each employee. For example, Siebel implementations would generally use positions such as Salesperson-042233 and Salesperson-042234 to give each of their salespeople a unique position. Then, when salespeople display My Opportunities view, for example, they will see only their opportunities, not the opportunities of other salespeople.

Because positions are used this way, you can assign data to new employees who replace other employees simply by giving them the positions of the employees they are replacing (such as Salesperson-042233) to give them visibility to the data they need.

If you are using delegated administration, which lets administrators at partner companies add employees at their company, you must create at least one position for the delegated administrator. You will generally want the delegated administrators to create positions in addition to adding employees, since they generally must create a new position whenever they add a new employee.

If you are not using delegated administration, you will have to add positions for all partner employees.

For more information about positions and responsibilities, see Security Guide for Siebel eBusiness Applications.

To assign positions to a partner company

  1. Navigate to the Partner Administration screen.
  2. From the Show drop-down list, choose Registered Partners.
  3. In the Partners list, select the record for the partner company to which you are assigning the positions.
  4. Click the Positions view tab.
  5. The Positions view appears.

  6. In the Positions list, click the menu button, then click New Record.
  7. Enter information in the Position form to create a new position.

 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003